The energy industry and the transition, read through strategy, capital and institutions rather than headlines.
In 2025, the United States became the first country in history to export more than 100 million metric tons of liquefied natural gas in a single year. With 111 million metric tons shipped - roughly
We spend enormous energy debating which technologies will power the future - solar versus nuclear, batteries versus hydrogen, natural gas as bridge fuel or permanent foundation. But while we argue about electrons and molecules, a
The 2026 oil market isn't facing a surplus problem - it's facing a consensus problem. When the International Energy Agency projects a surplus of 3.7 million barrels per day through
The energy transition has a secret that nobody wants to talk about: we can build solar farms in six months, but we can't connect them to the grid for three years. We
The global energy landscape is witnessing a fundamental shift in the definition of energy security. For decades, we have understood energy security through the lens of oil embargoes, pipeline politics, and the geopolitical clout
After decades in the wilderness of public opinion, nuclear energy is experiencing something remarkable: a genuine comeback. While renewable manufacturers grapple with profitability challenges and the energy transition confronts its complexity, nuclear power is
The renewable energy sector is experiencing something extraordinary - and deeply troubling. While global solar and wind installations shatter records year after year, the companies manufacturing this equipment are losing billions. This is a real
As we enter the last quarter of 2025, two landmark reports - BloombergNEF's New Energy Outlook 2025 and the World Economic Forum's Fostering Effective Energy Transition 2025 - paint a picture of
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